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Investmentstrategies in New York City, New York

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#31

Alpha Legacy Wealth Management - UBS Financial Services Inc.

● Open
299 Park Ave, New York, NY 10171, United States
212-309-3196
advisors.ubs.com

Alpha Legacy Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 299 Park Avenue in New York City. As a part of UBS Financial Services Inc.

Financial Service
Details
#32

IronPath Financial

● Closed
465 Belfield Ave, Staten Island, NY 10312, United States
718-487-9119
ironpathfinancial.com

IronPath Financial is a leading finance institution located at 465 Belfield Avenue in New York, United States. With a team of experienced professionals, IronPath Financial offers a wide range of financial services to individuals and businesses.

Financial Service
Details
#33

Arden A. Baptiste - Wilmington Advisors @ M&T

● Closed
26 Rte 9W, West Haverstraw, NY 10993, United States
845-429-7986
www3.mtb.com

Arden A. Baptiste - Wilmington Advisors @ M&T is a finance institution located at 26 Route 9W in West Haverstraw, New York, United States.

Financial Service
Details
#34

Donna Dougan - TD Wealth Relationship Manager

● Closed
20 Graham Ave, Brooklyn, NY 11206, United States
347-439-8456
uswealthadvisors.td.com

Donna Dougan - TD Wealth Relationship Manager is a financial institution located at 20 Graham Avenue in New York, United States.

Financial Service
Details
#35

Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC

● Closed
11412 Beach Channel Dr Ste 8, Rockaway Park, NY 11694, United States
347-619-8200
ameripriseadvisors.com

Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, located at 11412 Beach Channel Drive in New York, United States, offers a range of financial services and expertise to help individuals meet their financial goals.

Photo of Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC - 11412 Beach Channel Drive, Queens, NY 11694 Photo of Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC - 11412 Beach Channel Drive, Queens, NY 11694
Financial Service
Details
#36

Prudential | Jon Briggs | Life Insurance & Financial Services

● Open
5786 Widewaters Pkwy, Widewaters Ix, Syracuse, NY 13214, United States
315-447-4888

Prudential | Jon Briggs | Life Insurance & Financial Services is a trusted finance and insurance agency located in Syracuse, New York, United States.

Financial Service Insurance Agency
Details
#37

Humes & Wagner, LLP

● Open
147 Forest Ave, Locust Valley, NY 11560, United States
516-676-4600
humeswagner.com

Humes & Wagner, LLP is a prestigious accounting, finance, and legal institution located at 147 Forest Avenue in Locust Valley, New York, United States.

Accounting Service Financial Service Legal Service
Details
#38

Mike Stanton, Jr. - Equitable Advisors

● Closed
120 Madison St #1900, Syracuse, NY 13202, United States
315-425-6363
mikestantonjr.com

Mike Stanton, Jr. - Equitable Advisors is a finance institution located at 120 Madison Street in Syracuse, New York, United States.

Financial Service
Details
#39

AlphaCentric Funds

● Closed
36 New York Ave, Halesite, NY 11743, United States
844-223-8637
alphacentricfunds.com

AlphaCentric Funds is a finance institution located at 36 New York Avenue in Halesite, New York, United States. They offer a range of investment opportunities and financial services to help clients achieve their financial goals.

Financial Service
Details
#40

J&S Private Wealth Management

● Closed
300 Corporate Pkwy #216N, Amherst, NY 14226, United States
716-458-7830
jspwm.com

J&S Private Wealth Management is a leading finance institution located at 300 Corporate Parkway in Amherst, New York, United States.

Photo of J&S Private Wealth Management - 300 Corporate Parkway, Amherst, NY 14226
Financial Service
Details
#41

Chad N. Germain - Wilmington Advisors @ M&T

● Closed
3640 E James St, Syracuse, NY 13206, United States
315-669-8761
www3.mtb.com

Chad N. Germain - Wilmington Advisors @ M&T is a finance institution located at 3640 East James Street in Syracuse, New York. They offer expert financial advice and services to help clients achieve their financial goals.

Financial Service
Details
#42

Jeffrey Moro - Morgan Stanley

● Open
106 Business Park Dr, Utica, NY 13502, United States
315-792-1214

Jeffrey Moro - Morgan Stanley is a finance institution located at 106 Business Park Drive in Utica, New York, United States.

Photo of Jeffrey Moro - Morgan Stanley - 106 Business Park Drive, Utica, NY 13502
Financial Service
Details
#43

Michael J. Ovitt - RBC Wealth Management Financial Advisor

● Closed
6225 Sheridan Dr Suite 318, Williamsville, NY 14221, United States
716-635-8432
us.rbcwealthmanagement.com

Michael J. Ovitt - RBC Wealth Management Financial Advisor is a renowned finance institution located at 6225 Sheridan Drive in Williamsville, New York, United States. As a trusted financial advisor, Michael J.

Financial Service
Details
#44

First Aurora Financial Group

● Closed
East Aurora, NY 14052, United States
800-251-7754
firstaurorafinancialgroup.com

First Aurora Financial Group, located in East Aurora, New York, is a finance institution that specializes in wealth management and estate planning.

Financial Service
Details
#45

Ricci Elnicki - Financial Advisor, Ameriprise Financial Services, LLC

● Closed
2024 W Henrietta Rd Ste 3B, Rochester, NY 14623, United States
585-424-1480
ameripriseadvisors.com

Ricci Elnicki is a financial advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road in Rochester, New York, United States.

Photo of Ricci Elnicki - Financial Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623 Photo of Ricci Elnicki - Financial Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623 Photo of Ricci Elnicki - Financial Advisor, Ameriprise Financial Services, LLC - 2024 West Henrietta Road, Rochester, NY 14623
Financial Service
Details
#46

Invus Financial Advisors LLC

● Closed
126 E 56th St, New York, NY 10022, United States
212-616-2555
invus.com

Invus Financial Advisors LLC is a reputable finance institution located at 126 East 56th Street in New York, New York, United States.

Financial Service
Details
#47

Stifel

● Open
2515 South Rd #202, Poughkeepsie, NY 12601, United States
845-471-8080
stifel.com

Stifel is a reputable finance institution located at 2515 South Road in Poughkeepsie, New York, United States.

Photo of Stifel - 2515 South Road, Poughkeepsie, NY 12601
Financial Service
Details
#48

Jay Mota - Financial Advisor, Ameriprise Financial Services, LLC

● Open
767 3rd Ave, New York, NY 10017, United States
212-759-2011
ameripriseadvisors.com

Jay Mota is a financial advisor at Ameriprise Financial Services, LLC, located at 767 3rd Avenue in New York, New York, United States. Specializing in finance, Jay Mota offers personalized financial advice tailored to your specific goals and needs.

Photo of Jay Mota - Financial Advisor, Ameriprise Financial Services, LLC - 767 3rd Avenue, Manhattan, New York 10017
Financial Service
Details
#49

Christopher Pratt - Wilmington Advisors @ M&T

● Closed
100 Motor Pkwy Suite 600, Hauppauge, NY 11788, United States
516-550-5456
www3.mtb.com

Christopher Pratt - Wilmington Advisors @ M&T is a finance institution located in Hauppauge, New York, United States. They offer expert financial advice and services to help individuals and businesses achieve their financial goals.

Financial Service
Details
#50

Allstate Personal Financial Representative: Joseph Capone

● Closed
61 Foxhurst Rd, Oceanside, NY 11572, United States
516-536-4100
agents.allstate.com

Allstate Personal Financial Representative: Joseph Capone is a trusted finance and insurance agency located at 61 Foxhurst Road in Oceanside, New York, United States.

Photo of Allstate Personal Financial Representative: Joseph Capone - 61 Foxhurst Road, Oceanside, NY 11572
Financial Service Insurance Agency
Details
#51

Roman Yakubov - Morgan Stanley

● Open
Two Jericho Plaza, Jericho, NY 11753, United States
516-336-0808
advisor.morganstanley.com

Roman Yakubov - Morgan Stanley is a renowned finance institution located at Two Jericho Plaza in Jericho, New York, United States.

Financial Service
Details
#52

TeamIFS.com

● Open
6225 Sheridan Dr, Buffalo, NY 14221, United States
716-626-3928
teamifs.com

TeamIFS.com is a leading institution located at 6225 Sheridan Drive in Buffalo, New York, United States. We specialize in providing innovative and cutting-edge solutions in the field of finance and investment.

Details
#53

Daniel Leonard - Morgan Stanley

● Open
300 Linden Oaks #200, Rochester, NY 14625, United States
585-264-4502
advisor.morganstanley.com

Daniel Leonard - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States.

Financial Service
Details
#54

Michael Lupia - Morgan Stanley

● Open
58 S Service Rd # 400, Melville, NY 11747, United States
631-755-8913
advisor.morganstanley.com

Michael Lupia - Morgan Stanley is a renowned finance institution located at 58 South Service Road in Melville, New York, United States.

Financial Service
Details
#55

Jordan Cushman - Prudential Financial

● Open
5786 Widewaters Parkway, Syracuse, New York 13214, United States
315-446-1515
prudential.com

Welcome to Jordan Cushman - Prudential Financial, your trusted partner in navigating the complex world of finance and insurance.

Financial Service Insurance Agency
Details
#56

Peter Paul Ostapow

● Open
4250 Veterans Memorial Highway, Holbrook, New York 11741, United States
631-439-4600

Welcome to Peter Paul Ostapow, your trusted partner in finance located at 4250 Veterans Memorial Highway, Holbrook, New York.

Financial Service
Details
#57

Val Franklin - Morgan Stanley

● Open
611 East Main Street, Riverhead, New York 11901, United States
631-548-4007
advisor.morganstanley.com

Welcome to Val Franklin - Morgan Stanley, your trusted partner in financial success, located at 611 East Main Street, Riverhead, New York.

Financial Service
Details
#58

Christian Greco - Financial Advisor, Ameriprise Financial Services, LLC

● Closed
1673 County Road 39, Southampton, New York 11968, United States
631-283-8482
ameripriseadvisors.com

Welcome to Christian Greco - Financial Advisor at Ameriprise Financial Services, LLC, where your financial goals are our priority.

Photo of Christian Greco - Financial Advisor, Ameriprise Financial Services, LLC - 1673 County Road 39, Southampton, NY 11968 Photo of Christian Greco - Financial Advisor, Ameriprise Financial Services, LLC - 1673 County Road 39, Southampton, NY 11968
Financial Service
Details
#59

M&t Real Estate Trust

● Closed
1 Fountain Plaza, Buffalo, New York 14203, United States
716-842-5649

Welcome to M&T Real Estate Trust, your trusted partner in navigating the vibrant real estate market of Buffalo, New York.

Real Estate Agent
Details
#60

Pbx Brokerage

● Open
The Bronx, New York 10460, United States

Welcome to PBX Brokerage, your trusted real estate partner located in the heart of The Bronx, New York.

Real Estate Agent
Details
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